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Polaris Financial Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

Polaris Financial Partners’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$120K Buy
+1,221
New +$97.4K 0.05% 110

Other funds holding EPS

CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Polaris Financial Partners's EPS Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in WisdomTree US LargeCap Fund (EPS) in Q3 2026: 1,221 shares worth $120K. The stake represents 0.05% of the portfolio and ranks #110 among its holdings.

3 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

  • Polaris Financial Partners held 1,221 shares of WisdomTree US LargeCap Fund worth $120K as of Q3 2026.
  • WisdomTree US LargeCap Fund was a new Polaris Financial Partners position in Q3 2026.
  • WisdomTree US LargeCap Fund made up 0.05% of Polaris Financial Partners's portfolio in Q3 2026, its #110 holding.
  • 3 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.